FL
WBS

Fourthstone LLC’s Webster Financial WBS Stock Holding History

Fourthstone LLC’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-53,200
Closed -$2.9M – 103
2025
Q2 		$2.9M Buy
53,200
+32,200
+153% +$1.61M 0.57% 47
2025
Q1 		$1.08M Buy
21,000
+10,200
+94% +$568K 0.27% 55
2024
Q4 		$596K Sell
10,800
-71,300
-87% -$3.92M 0.12% 55
2024
Q3 		$3.83M Buy
82,100
+69,832
+569% +$3.2M 0.85% 25
2024
Q2 		$535K Buy
+12,268
New +$546K 0.17% 41
2024
Q1 		– Sell
-147,018
Closed -$7.46M – 60
2023
Q4 		$7.46M Sell
147,018
-112,591
-43% -$4.87M 1.51% 24
2023
Q3 		$10.5M Buy
259,609
+175,609
+209% +$7.47M 2.38% 12
2023
Q2 		$3.17M Buy
+84,000
New +$3.1M 0.84% 28

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fourthstone LLC's WBS Position: Q3 2025 in Review

Fourthstone LLC sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 53,200 shares — an estimated $2.9M sold.

Fourthstone LLC first reported a position in WBS in Q2 2023 and held it in 8 quarters. The position peaked at $10.5M in Q3 2023. 515 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Fourthstone LLC reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
  • Fourthstone LLC sold 53,200 Webster Financial shares in Q3 2025, an estimated $2.9M.
  • Fourthstone LLC first reported a position in Webster Financial in Q2 2023 and held it in 8 quarters.
  • Fourthstone LLC's Webster Financial position peaked at $10.5M in Q3 2023.
  • 515 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Fourthstone LLC's 13F filing for Q3 2025, filed 14 Nov 2025.